Skip to content
Learn
Presentations P-00000 to P-00999
Where the number came from, and what the line forgets

Where the number came from, and what the line forgets

The price book, and which price actually reaches the line · presentation 4 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

These slides need JavaScript to advance one at a time. Without it every slide is shown below, one after another, each with its own player — or read the transcript, which carries the same steps and every word.

The price book, and which price actually reaches the line · presentation 4 of 5

Where the number came from, and what the line forgets

You can trace any discounted line back to the price set that produced it…

Three fields, two habits

Step 1 — Know which field the book writes on an invoice

You will read a sales invoice line correctly.

Screen capture pending the demo tenant

Sales Invoice, an item line showing Unit Price Std, Unit Discount and Unit Price Net with a description

Step 2 — Know why a till line can look like it was never discounted

You will stop trusting the discount column at a counter.

Where this step sits
    flowchart TD
  s1["1. Know which field the book writes…"]
  s2["2. Know why a till line can…"]
  s3["3. Accept that the line does not…"]
  s4["4. Make the name carry the weight…"]
  s5["5. Use the guard the sales invoice…"]
  s6["6. Answer the question in this order"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

The audit trail that is a string

Step 3 — Accept that the line does not remember the book

You will know why "which promotion priced this" is a hard question.

Where this step sits
    flowchart TD
  s1["1. Know which field the book writes…"]
  s2["2. Know why a till line can…"]
  s3["3. Accept that the line does not…"]
  s4["4. Make the name carry the weight…"]
  s5["5. Use the guard the sales invoice…"]
  s6["6. Answer the question in this order"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Step 4 — Make the name carry the weight it has been given

You will have a policy that costs nothing and saves a great deal.

Screen capture pending the demo tenant

Pricebook applet, Price Set create, the Pricing Set Name field

Step 5 — Use the guard the sales invoice gives you

You will know which screen protects a promoted price and which does not.

  • Confirm, and the treatment is cleared rather than silently layered over
Screen capture pending the demo tenant

Sales Invoice, the Manual Price Override confirmation naming the applied treatment

Step 6 — Answer the question in this order

You will have the routine.

What you do
  1. Start with the line's description, which names the price set if a price book…
  2. Find that price set and read its treatment: the operator…

NarrationSlide 1 of 9

Left and right arrows, or the space bar, move between slides; f is full screen and Esc leaves it. Clicking the left or right half of a slide pages it. Play and pause belong to you — nothing moves on by itself unless you tick the box above.

Last updated on
When the book and the scheme disagree — transcriptWhere the number came from, and what the line forgets — transcript